I will demonstrate in this post how you can send a simple dynamic HTML email in Resco CRM.

In this example I want to send an email to the Customer when the Work Order Schedule Status Reason field is marked as ‘Planned’.

Below is a screenshot on my full workflow.

Variables

For my email I needed to create 3 variables.

An Entity variable which retrieves the related Work Order details.

An Entity variable which retrieves the related Resource details.

A StringList variable which will store the values to show in my email.

Condition

I will trigger the email when the Work Order Schedule Status Reason code is marked as ‘Planned’ and that the email variables such as the ‘resourceid’, ‘schedulestart’ and ‘job_reference’ contain values.

Execution

In the beginning of the execution phase I will store the 3 values that I wish to show in my email and store them in the StringList variable I created in the beginning. The StringList should look like this underneath:

{0} : WorkOrder.job_reference

{1} : Entity.schedulestart

{2} : Resource.name

Then next I added a new local string variable called ‘CustomerHTMLEmail’ which will store the HTML string below: